SAM
EVR icon

Sawgrass Asset Management’s Evercore EVR Stock Holding History

Sawgrass Asset Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,480
Closed -$1.86M – 214
2018
Q3 		$1.86M Sell
18,480
-9,740
-35% -$1.05M 0.08% 96
2018
Q2 		$2.98M Buy
28,220
+6,560
+30% +$677K 0.13% 68
2018
Q1 		$1.89M Buy
21,660
+2,120
+11% +$200K 0.09% 97
2017
Q4 		$1.76M Buy
19,540
+10,345
+113% +$863K 0.08% 96
2017
Q3 		$738K Buy
9,195
+5,780
+169% +$435K 0.04% 121
2017
Q2 		$241K Buy
+3,415
New +$248K 0.01% 190

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return